As part of the improvements, we've made sure that you won't have to leave Access Financials when you want to access Documents but can do from the same screen.
You can:
Search
View
Upload
Download
Preview
Delete
from the Documents tab without leaving Access Financials.
The following types of fields are supported for now and we're looking to enhance this list:
jpg
png
pdf
tiff
tif
jpeg
gif
svg
The steps below take you through the Purchase Transaction Enquiry.
Upload a document for a transaction
Click Creditors then Enquiries then click Purchase Transactions.
All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the transaction you wish to work with.
Note: The Action Panel opens out from the right-hand side of the screen.
Click the Documents tab then click Select File.
Select the document by double clicking or drag and dropping into the designated area on your Documents tab.
Your document is now uploaded, and the Documents tab is refreshed to display the new document.
View a list of uploaded documents for a selected transaction
Click Creditors then Enquiries then click Purchase Transactions.
All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the transaction you wish to work with.
The Action Panel opens out from the right-hand side of the screen.
Click the Documents tab.
All uploaded documents display for the selected transaction.
Preview uploaded documents for a selected transaction
Click Creditors then Enquiries then click Purchase Transactions.
All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the transaction you wish to work with.
The Action Panel opens out from the right-hand side of the screen.
Click the Documents tab.
All uploaded documents are displayed for the selected transaction.
Click the document icon to preview the uploaded documents without having to download them.
Download documents for a selected transaction
Click Creditors then Enquiries then click Purchase Transactions.
All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the transaction you wish to work with.
The Action Panel opens out from the right-hand side of the screen.
Click the Documents tab.
Select the checkbox in front of the documents you want to download.
Click the cog icon then select Download.
The documents download, and you can open those from the bottom of the screen.
Delete documents for a selected transaction
Click Creditors then Enquiries then click Purchase Transactions.
All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox next to the transaction you wish to work with.
The Action Panel opens out from the right-hand side of the screen.
Click the Documents tab.
On the Documents tab, select the checkbox in front of the documents you want to delete.
Click the cog icon then select Delete.
Click Yes.